AppLovin Corp
APP- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001751008
In the last 90 days, AppLovin Corp insiders filed 0 open-market purchases and 1 sale; 1,467 institutions reported holding it in 13F filings for Q2 2026, worth $116.3B in total; 5 superinvestors hold it, including Coatue Management and Lone Pine Capital.
13F holders, Q2 2025
Institutional positions in AppLovin Corp as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,201
- +193 vs. Q1 2025
- Shares held
- 200.5M
- −8.18M (−3.9%) vs. Q1 2025
- Total value
- $70.0B
- +$15.3B (+28.1%) vs. Q1 2025
- New holders
- 286
- 442 more added
- Sold out
- 93
- 416 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting APP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,467 | $116.3B |
| Q1 2026 | 1,395 | $87.6B |
| Q4 2025 | 1,594 | $163.8B |
| Q3 2025 | 1,452 | $172.5B |
| Q2 2025 | 1,201 | $70.0B |
| Q1 2025 | 1,018 | $54.7B |
| Q4 2024 | 993 | $66.1B |
| Q3 2024 | 704 | $24.4B |
| Q2 2024 | 607 | $15.0B |
| Q1 2024 | 512 | $11.6B |
| Q4 2023 | 367 | $5.63B |
| Q3 2023 | 319 | $5.34B |
| Q2 2023 | 243 | $3.81B |
| Q1 2023 | 220 | $2.64B |
| Q4 2022 | 230 | $1.68B |
| Q3 2022 | 227 | $2.80B |
| Q2 2022 | 228 | $4.98B |
| Q1 2022 | 176 | $7.18B |
| Q4 2021 | 173 | $15.3B |
| Q3 2021 | 130 | $10.6B |
| Q2 2021 | 93 | $10.1B |
| Q1 2021 | 1 | $91.0K |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding AppLovin Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bailard, Inc. | 12,731 | $4.46M | 0.10% | +11,973+1,579.6% | Added |
| Diversify Wealth Management, LLC | 9,431 | $4.40M | 0.27% | +422+4.7% | Added |
| TownSquare Capital, LLC | 12,492 | $4.37M | 0.43% | −9,729−43.8% | Reduced |
| Lee Johnson Capital Management, LLC | 12,449 | $4.36M | 1.50% | +1,491+13.6% | Added |
| Liontrust Investment Partners LLP | 12,363 | $4.33M | 0.06% | +5,757+87.1% | Added |
| Broadleaf Partners, LLC | 12,057 | $4.22M | 0.93% | −18−0.1% | Reduced |
| Private Advisor Group, LLC | 12,057 | $4.22M | 0.02% | +1,416+13.3% | Added |
| Mission Hills Financial Advisory, LLC | 11,941 | $4.18M | 2.59% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 11,907 | $4.17M | 0.15% | −248−2.0% | Reduced |
| Calamos Advisors LLC | 11,793 | $4.13M | 0.02% | +1,590+15.6% | Added |
| Sterling Capital Management LLC | 11,753 | $4.11M | 0.06% | −8,214−41.1% | Reduced |
| Advisors Capital Management, LLC | 11,722 | $4.10M | 0.06% | −1,009−7.9% | Reduced |
| Ritholtz Wealth Management | 11,691 | $4.09M | 0.09% | −5,873−33.4% | Reduced |
| Maryland State Retirement & Pension System | 11,588 | $4.06M | 0.09% | −672−5.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 11,585 | $4.06M | 0.79% | −382−3.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,509 | $4.03M | 0.31% | −1,241−9.7% | Reduced |
| Concentric Capital Strategies, LP | 11,464 | $4.01M | 0.23% | +11,464 | New |
| Allen Investment Management LLC | 11,420 | $4.00M | 0.04% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 11,406 | $3.99M | 1.75% | +11,406 | New |
| Omers Administration Corp | 11,285 | $3.95M | 0.03% | +2,500+28.5% | Added |
| Pallas Capital Advisors LLC | 11,203 | $3.92M | 0.15% | −43−0.4% | Reduced |
| Independent Financial Group, LLC | 10,956 | $3.84M | 0.11% | +7,177+189.9% | Added |
| Bayesian Capital Management, LP | 10,800 | $3.78M | 0.60% | +10,800 | New |
| Dai-Ichi Life Insurance Company, Ltd | 10,775 | $3.77M | 0.11% | +1,869+21.0% | Added |
| Donaldson Capital Management, LLC | 10,775 | $3.77M | 0.14% | +2,545+30.9% | Added |
| Churchill Management Corp | 10,492 | $3.67M | 0.04% | −59−0.6% | Reduced |
| Caxton Associates LLP | 10,443 | $3.66M | 0.09% | +10,443 | New |
| Cache Advisors, LLC | 10,436 | $3.65M | 0.99% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 10,368 | $3.63M | 0.17% | −972−8.6% | Reduced |
| Del-Sette Capital Management, LLC | 10,303 | $3.61M | 2.51% | +10,303 | New |
| GSG Advisors LLC | 10,271 | $3.60M | 1.04% | +15+0.1% | Added |
| F/M Investments LLC | 10,236 | $3.58M | 0.13% | +10,236 | New |
| L2 Asset Management, LLC | 10,178 | $3.56M | 0.58% | −11,102−52.2% | Reduced |
| Nisa Investment Advisors, LLC | 10,086 | $3.53M | 0.02% | −9,424−48.3% | Reduced |
| Ameritas Investment Partners, Inc. | 10,080 | $3.53M | 0.11% | −43−0.4% | Reduced |
| Boothbay Fund Management, LLC | 10,073 | $3.53M | 0.11% | +6,901+217.6% | Added |
| Tiaa Trust, National Association | 9,920 | $3.47M | 0.01% | −3,003−23.2% | Reduced |
| Atria Investments LLC | 9,833 | $3.44M | 0.04% | −2,000−16.9% | Reduced |
| Maytus Capital Management, LLC | 9,800 | $3.43M | 0.63% | −8,200−45.6% | Reduced |
| Cubist Systematic Strategies, LLC | 9,673 | $3.39M | 0.04% | +9,673 | New |
| CTC Alternative Strategies, Ltd. | 9,600 | $3.36M | 2.94% | +9,600 | New |
| Axxcess Wealth Management, LLC | 9,541 | $3.34M | 0.08% | −1,102−10.4% | Reduced |
| Congress Wealth Management LLC | 9,564 | $3.33M | 0.03% | +3,720+63.7% | Added |
| Commerce Bank | 9,372 | $3.28M | 0.02% | −14,287−60.4% | Reduced |
| X-Square Capital, LLC | 9,364 | $3.28M | 1.18% | +5,115+120.4% | Added |
| Norinchukin Bank, The | 9,169 | $3.21M | 0.05% | +767+9.1% | Added |
| Thrivent Financial for Lutherans | 9,473 | $3.19M | 0.01% | −4,274−31.1% | Reduced |
| Vise Technologies, Inc. | 9,104 | $3.19M | 0.13% | +9,104 | New |
| Mitchell Capital Management Co | 8,711 | $3.17M | 0.59% | +8,711 | New |
| Bokf, NA | 9,006 | $3.15M | 0.05% | −1,719−16.0% | Reduced |
| Calamos Wealth Management LLC | 8,784 | $3.08M | 0.13% | +8,784 | New |
| AG2R la Mondiale Gestion D'Actifs | 8,731 | $3.06M | 0.16% | +679+8.4% | Added |
| AMF Pensionsforsakring AB | 8,724 | $3.05M | 0.02% | +8,724 | New |
| HBW Advisory Services LLC | 8,629 | $3.02M | 0.37% | +8,629 | New |
| Cloverfields Capital Group, LP | 8,624 | $3.02M | 0.90% | −28−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,617 | $3.02M | 0.03% | +2,218+34.7% | Added |
| Bessemer Group Inc | 8,600 | $3.01M | 0.00% | −9,042−51.3% | Reduced |
| Stephens Inc | 8,586 | $3.01M | 0.04% | +582+7.3% | Added |
| Callan Family Office, LLC | 8,521 | $2.98M | 0.09% | +5,538+185.7% | Added |
| Copperwynd Financial, LLC | 8,434 | $2.95M | 0.74% | +391+4.9% | Added |
| VestGen Advisors, LLC | 8,378 | $2.93M | 0.12% | +8,378 | New |
| Alps Advisors Inc | 8,329 | $2.92M | 0.02% | −832−9.1% | Reduced |
| Pinnacle Wealth Management, LLC | 8,324 | $2.91M | 2.44% | +3,116+59.8% | Added |
| Next Century Growth Investors LLC | 8,320 | $2.91M | 0.23% | −4,415−34.7% | Reduced |
| Allianz SE | 8,308 | $2.91M | 0.07% | +4,278+106.2% | Added |
| Ballentine Partners, LLC | 8,279 | $2.90M | 0.04% | −407−4.7% | Reduced |
| Kestra Private Wealth Services, LLC | 8,273 | $2.90M | 0.04% | +1,463+21.5% | Added |
| The PNC Financial Services Group, Inc. | 8,266 | $2.89M | 0.00% | −828−9.1% | Reduced |
| ICONIQ Capital, LLC | 72,497 | $2.89M | 0.05% | +31,704+77.7% | Added |
| Fulton Bank, N.A. | 8,243 | $2.89M | 0.11% | +232+2.9% | Added |
| Hunting Hill Global Capital, LLC | 8,200 | $2.87M | 1.55% | +5,988+270.7% | Added |
| Yarbrough Capital, LLC | 8,198 | $2.87M | 0.10% | +4,490+121.1% | Added |
| Quantbot Technologies LP | 8,181 | $2.86M | 0.07% | +8,181 | New |
| Investment Management Corp of Ontario | 8,160 | $2.86M | 0.04% | +2,260+38.3% | Added |
| Selkirk Management LLC | 8,100 | $2.84M | 0.84% | +8,100 | New |
| DeDora Capital, Inc. | 8,067 | $2.82M | 0.74% | −1,233−13.3% | Reduced |
| Ardsley Advisory Partners LP | 8,000 | $2.80M | 0.46% | +8,000 | New |
| LMG Wealth Partners, LLC | 7,941 | $2.78M | 0.57% | +39+0.5% | Added |
| Jones Financial Companies LLLP | 8,314 | $2.78M | 0.00% | +3,576+75.5% | Added |
| Tokio Marine Asset Management Co Ltd | 7,921 | $2.77M | 0.11% | +1,274+19.2% | Added |
| Exchange Traded Concepts, LLC | 7,839 | $2.74M | 0.04% | −656−7.7% | Reduced |
| Thames Capital Management LLC | 7,777 | $2.72M | 0.62% | +7,777 | New |
| Adviser Investments LLC | 7,680 | $2.69M | 0.03% | +33+0.4% | Added |
| Evergreen Capital Management LLC | 7,678 | $2.69M | 0.08% | +5,179+207.2% | Added |
| Cookson Peirce & Co Inc | 7,664 | $2.68M | 0.12% | +583+8.2% | Added |
| Avenir Tech Ltd | 7,600 | $2.66M | 0.23% | +7,600 | New |
| Convergence Investment Partners, LLC | 7,546 | $2.64M | 0.67% | −1,861−19.8% | Reduced |
| Plato Investment Management Ltd | 7,532 | $2.63M | 0.20% | −1,631−17.8% | Reduced |
| United Capital Financial Advisers, LLC | 7,478 | $2.62M | 0.02% | +402+5.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,459 | $2.61M | 0.02% | +2,216+42.3% | Added |
| Bridgewater Associates, LP | 7,415 | $2.60M | 0.01% | +998+15.6% | Added |
| Trilogy Capital Inc. | 7,412 | $2.59M | 0.13% | +991+15.4% | Added |
| Parallax Volatility Advisers, L.P. | 7,395 | $2.59M | 0.10% | +7,392+246,400.0% | Added |
| Kestra Advisory Services, LLC | 7,267 | $2.54M | 0.01% | +1,443+24.8% | Added |
| Syquant Capital SAS | 7,180 | $2.51M | 0.83% | +251+3.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,132 | $2.50M | 0.17% | −494−6.5% | Reduced |
| Foundations Investment Advisors, LLC | 7,122 | $2.49M | 0.04% | +385+5.7% | Added |
| Donoghue Forlines LLC | 7,050 | $2.47M | 0.70% | +7,050 | New |
| Umb Bank N A | 7,048 | $2.47M | 0.04% | +6,163+696.4% | Added |
| SummitTX Capital, L.P. | 7,044 | $2.47M | 0.11% | +5,656+407.5% | Added |